Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PaulO T Rowe Price NoLoad Funds Tactical Asset Allocation Moderate | NA | 4.20% | 4.50% | 1.65% | 2.94% | 4.55% | 7.16% | 8.03% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PaulO T Rowe Price NoLoad Funds Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 4.20 | 4.50 | 1.65 | 2.94 | 4.55 | 7.16 | 8.03 | 1.37 | 15.40 | -14.05 | 13.13 | 2.00 | 7.47 | -4.29 | 15.66 | 5.81 | -4.11 | 2.58 | 10.84 | 5.42 | -4.78 | 14.27 | 14.01 | -8.53 | 27.87 | 20.15 | 19.11 | 19.10 | 30.71 | 7.26 | 4.33 |
| Sharpe Ratio | NA | 0.78 | 0.23 | 0.26 | 0.34 | NA | NA | 0.77 | 0.14 | 1.31 | -1.45 | 1.34 | 0.13 | 1.19 | -0.68 | 2.80 | 0.84 | -0.60 | 0.39 | 1.37 | 0.93 | -0.44 | 1.02 | 1.02 | -1.57 | 1.80 | 1.59 | 1.94 | 1.74 | 4.46 | 1.19 | 0.39 |
| Standard Deviation(%) | NA | 8.46 | 9.61 | 9.83 | 8.42 | NA | NA | 9.16 | 8.04 | 8.48 | 10.63 | 9.76 | 13.13 | 5.12 | 8.20 | 5.36 | 6.70 | 6.93 | 6.56 | 7.87 | 5.79 | 11.01 | 13.85 | 13.65 | 6.03 | 13.83 | 10.60 | 8.72 | 10.44 | 6.73 | 5.19 | 5.23 |
| Draw Down(%) | NA | 6.69 | 18.02 | 18.02 | 18.02 | NA | NA | 22.80 | 1.97 | 6.90 | 17.91 | 5.86 | 16.60 | 2.61 | 11.50 | 2.17 | 7.06 | 10.35 | 5.69 | 7.38 | 4.34 | 12.54 | 10.80 | 12.80 | 12.50 | 11.01 | 15.07 | 6.90 | 13.21 | 3.49 | 5.08 | 3.88 |
| Yield(%) | NA | 3.36 | 4.38 | 3.83 | 3.18 | NA | NA | 3.51 | 0.17 | 3.42 | 2.21 | 7.47 | 3.43 | 2.64 | 2.34 | 0.42 | 4.65 | 2.41 | 2.89 | 1.77 | 2.06 | 0.95 | 3.54 | 3.08 | 3.64 | 8.76 | 5.57 | 3.31 | 3.57 | 4.23 | 2.57 | 5.70 |
Data as of 10/31/2023, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PaulO T Rowe Price NoLoad Funds Tactical Asset Allocation Moderate |
-1.56%
Oct 2017 - Oct 2020 |
0.23%
Feb 2018 - Feb 2023 |
2.46%
Oct 2010 - Oct 2020 |
3.14%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PaulO T Rowe Price NoLoad Funds Tactical Asset Allocation Moderate |
27.65%
Oct 2004 - Oct 2007 |
25.05%
Oct 2002 - Oct 2007 |
15.01%
Apr 2001 - Apr 2011 |
10.92%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart